Optimize Business Coaching - Intake Call Application

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Hi, and thanks so much for your interest in working with me! I’m excited to learn more about you, your business, and the challenges you’re facing. Please take a few minutes to complete the form below. Everything you share is completely confidential and used only to prepare for our intake call.

The more you share about your business and current situation, the better I can understand how to support you and whether we’re the right fit.

Because I work closely and personally with each client, I limit my practice to about 25-30 businesses each year. That way, I can give you my full attention and partnership as we work toward your goals.

If now isn’t the right time for us to connect, don’t worry - you can still gain insights and strategies through my newsletter, where I share best practices on everything from cost management to pricing guidance. It’s also where I announce new client openings, so it’s a great way to stay connected.

First Name *

Last Name

Email *

Business Name *

Business website (write n/a if you don't have one) *

How many employees do you have? *

0 - Just me!

1-5

6-10

10+

How old is your business? *

Less than a year

1-3 years

4-7 years

7+ years

Roughly what is your annual top line revenue? *

<$250,000

$250,000 - $500,000

$500,000 - $1,000,000

$1,000,000+

Prefer not to say

What was your initial goal when you started your business? What were you hoping to build and why? *

What are your current challenges or goals that you're looking for support on? *

If you could imagine your business one year from today, what would it look like? *

What else should I know before our call?

Submit

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